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Build customer loyalty with our innovative and intuitive online booking platform for financial services

Reduce the high cost of acquiring new clients and engage with your existing ones on a myriad of digital vehicles

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The world of financial services is changing, and it’s time to evolve with it. A new breed of client is coming on the scene, looking for new ways to engage and prone to seeking technological solutions for their needs. Reinventing the traditional view of financial advice means developing progressive customer experiences and streamlining for a leaner, more agile approach.

Enhance the customer journey

With in-person client interaction less and less popular, consumers are seeking new ways to engage with financial services. The new face of wealth management client requires accessibility, transparency, and a tailored, personalized service. With real-time, 24/7 online booking for wealth management and more, you can welcome new clients in for calls or in-branch consultations with convenience and flexibility.

Automation with a personal touch

Improve the efficiency of your client communications without losing the human core of your company’s values with fast, simple user experience. Send automated emails and SMS with customized content to clients, making it simple and seamless to follow up and keep in touch. With customer notes, you can make a record of any information you need to provide a truly personalized service, and have it on hand whenever you need it.

Investing in productivity

Drive business forward and safeguard for the future by becoming better and faster at providing your services. Appointedd turns the 15-minute average for arranging an appointment over the phone or by email into just 30 seconds with self-serve online booking tools. With automated and filterable business reports and the ability to manage capacity of appointments, see the benefits in operational savings to your business and increased customer satisfaction.

Going mobile

The popularity of mobile banking and mobile financial services has been rising steeply for some time, and only looks set to continue. Yet many financial businesses do not provide a mobile-friendly way for clients to interact. Appointedd’s booking tools are mobile responsive and can be incorporated into mobile apps or mobile websites for a fast and easy way for customers to engage.

Ensuring compliance and security

With the functionality to secure, monitor, and report on appointments, Appointedd can help you stay compliant with industry requirements. Appointedd also has market-leading security credentials and has been chosen over competitors on the strength of our security. So your data, and your clients’ data, is as secure as possible.

Integration with your existing systems

Appointedd has a two-way integration with all major calendar systems, including Outlook, Exchange, Google, Apple, and Office 365, so there’s no need to change how you and your team manage your schedules. By connecting your existing calendar to Appointedd, only available times are bookable and creating custom rules allows you to ensure you’re only booked when you want to be.

With over 30 integrations with leading business management applications, from CRM to HRM and much more, your tools can work together and share information, saving you time and improving the quality of service that your clients receive.

Plus, Appointedd’s API allows your online booking and scheduling tools to seamlessly integrate with your existing systems.